EWA
DHF

EverSource Wealth Advisors’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

EverSource Wealth Advisors’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32
Closed -$71 – 2538
2023
Q2 		$71 Hold
32
– – ﹤0.01% 2452
2023
Q1 		$69 Buy
+32
New +$72 ﹤0.01% 2346

Other funds holding DHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

EverSource Wealth Advisors's DHF Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q3 2023, closing a stake of 32 shares — an estimated $71 sold.

EverSource Wealth Advisors first reported a position in DHF in Q1 2023 and held it in 2 quarters. The position peaked at $71 in Q2 2023. 63 funds tracked by Wall St. Rank hold DHF as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining BNY Mellon High Yield Strategies Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 32 BNY Mellon High Yield Strategies Fund shares in Q3 2023, an estimated $71.
  • EverSource Wealth Advisors first reported a position in BNY Mellon High Yield Strategies Fund in Q1 2023 and held it in 2 quarters.
  • EverSource Wealth Advisors's BNY Mellon High Yield Strategies Fund position peaked at $71 in Q2 2023.
  • 63 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.